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WisdomTree Japan Hedged Equity Fund

255 hedge funds and large institutions have $1.55B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more capital invested

Capital invested by funds: $1.17B → $1.55B (+$387M)

11% more funds holding

Funds holding: 229255 (+26)

3.62% more ownership

Funds ownership: 45.97%49.59% (+3.6%)

25% less call options, than puts

Call options by funds: $115M | Put options by funds: $155M

Holders
255
Holders Change
+26
Holders Change %
+11.35%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
54
Increased
80
Reduced
58
Closed
24
Calls
$115M
Puts
$155M
Net Calls
-$39.1M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
176
Integrated Advisors Network
Texas
$272K +$21.3K +250 +9%
LWMG
177
Levy Wealth Management Group
Pennsylvania
$262K +$253K +2,968 New
FNT
178
First National Trust
Pennsylvania
$258K
SPWM
179
Schrum Private Wealth Management
Florida
$256K
CCA
180
Checchi Capital Advisers
California
$252K
IA
181
IFG Advisory
Georgia
$250K +$241K +2,831 New
CSPIA
182
Cary Street Partners Investment Advisory
Virginia
$241K
BNP Paribas Financial Markets
183
BNP Paribas Financial Markets
France
$234K +$95.8K +1,123 +74%
TFA
184
Tranquilli Financial Advisor
New Jersey
$232K +$224K +2,626 New
CGFA
185
Colton Groome Financial Advisors
North Carolina
$225K +$218K +2,553 New
BRWA
186
B. Riley Wealth Advisors
Florida
$223K +$216K +2,529 New
PIM
187
Penobscot Investment Management
Massachusetts
$221K +$213K +2,500 New
GIA
188
Gladstone Institutional Advisory
Florida
$215K +$208K +2,439 New
PMG
189
ProVise Management Group
Florida
$213K -$341 -4 -0.2%
QWM
190
QP Wealth Management
New Jersey
$210K +$203K +2,375 New
Mariner
191
Mariner
Kansas
$208K -$18.1K -212 -8%
JEST
192
JTC Employer Solutions Trustee
Jersey
$174K
DWMG
193
DB Wealth Management Group
California
$159K
BWP
194
Baldwin Wealth Partners
Massachusetts
$150K
BCM
195
Bourgeon Capital Management
Connecticut
$129K
BBHC
196
Brown Brothers Harriman & Co
New York
$124K
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K
HT
198
Headlands Technologies
Illinois
$112K +$48.4K +568 +81%
N
199
Natixis
France
$108K
TLCM
200
Twin Lakes Capital Management
California
$106K